AUGW vs PHEQ

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF).

AUGW vs PHEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AUGW(ETF)	PHEQ(ETF)
Net Assets	$137M	$138M
Expense Ratio	0.74%	0.29%
Max Drawdown	8.76%	12.74%
Sharpe Ratio	1.73	1.67
5Y Beta	0.40	0.53
P/E Ratio	N/A	28.16
Forward P/E	N/A	21.52
5Y EPS CAGR	N/A	24.91%
Debt to Equity	N/A	43.74%
P/S Ratio	N/A	3.37
P/B Ratio	N/A	5.39

Net Assets

AUGW

$137M

Winner

PHEQ

$138M

Expense Ratio

AUGW

0.74%

Winner

PHEQ

0.29%

Max Drawdown

Winner

AUGW

8.76%

PHEQ

12.74%

Sharpe Ratio

Winner

AUGW

1.73

PHEQ

1.67

5Y Beta

Winner

AUGW

0.40

PHEQ

0.53

P/E Ratio

AUGW

N/A

PHEQ

28.16

Forward P/E

AUGW

N/A

PHEQ

21.52

5Y EPS CAGR

AUGW

N/A

PHEQ

24.91%

Debt to Equity

AUGW

N/A

PHEQ

43.74%

P/S Ratio

AUGW

N/A

PHEQ

3.37

P/B Ratio

AUGW

N/A

PHEQ

5.39

AUGW vs PHEQ - Historical Returns

Returns include dividend reinvestment.

Period	AUGW	PHEQ
1 month	+0.73%	+0.76%
3 months	+4.62%	+6.89%
6 months	+4.68%	+5.64%
1 year	+12.13%	+14.75%
Max(CAGR)	+11.17%	+15.08%

AUGW

+0.73%

Winner

PHEQ

+0.76%

AUGW

+4.62%

Winner

PHEQ

+6.89%

AUGW

+4.68%

Winner

PHEQ

+5.64%

AUGW

+12.13%

Winner

PHEQ

+14.75%

Max(CAGR)

AUGW

+11.17%

Winner

PHEQ

+15.08%

AUGW vs PHEQ - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	AUGW	PHEQ
2026	+4.07%	+4.96%
2025	+11.11%	+11.81%
2024	+13.44%	+15.16%
2023	+3.32%	+7.19%

AUGW vs PHEQ Drawdown Comparison

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current AUGW drawdown is -0.10%. The current PHEQ drawdown is -0.55%.

Rank	AUGW	PHEQ
#1	-8.76% Feb 19, 2025 - May 19, 2025	-12.55% Feb 19, 2025 - Jun 26, 2025
#2	-4.44% Aug 1, 2023 - Nov 20, 2023	-4.26% Jan 12, 2026 - Apr 13, 2026
#3	-3.20% Feb 25, 2026 - Apr 9, 2026	-4.11% Jul 10, 2024 - Aug 19, 2024
#4	-2.77% Jul 30, 2024 - Aug 15, 2024	-2.60% Oct 19, 2023 - Nov 2, 2023
#5	-2.07% Apr 1, 2024 - May 6, 2024	-2.14% Nov 11, 2025 - Nov 28, 2025
#6	-1.79% Aug 30, 2024 - Sep 16, 2024	-1.74% Mar 28, 2024 - May 6, 2024
#7	-1.66% Oct 27, 2025 - Nov 28, 2025	-1.70% Aug 29, 2024 - Sep 12, 2024
#8	-1.52% Dec 6, 2024 - Jan 21, 2025	-1.70% Dec 26, 2024 - Jan 17, 2025
#9	-1.40% May 19, 2025 - Jun 3, 2025	-1.41% Oct 8, 2025 - Oct 20, 2025
#10	-1.23% Dec 28, 2023 - Jan 10, 2024	-1.37% Dec 6, 2024 - Dec 24, 2024
#11	-1.11% Oct 18, 2024 - Nov 6, 2024	-1.30% Jul 28, 2025 - Aug 12, 2025
#12	-1.02% Oct 8, 2025 - Oct 20, 2025	-1.25% Jun 4, 2026 - Jun 10, 2026
#13	-0.89% Jan 23, 2025 - Feb 6, 2025	-1.02% Nov 11, 2024 - Nov 22, 2024
#14	-0.87% Feb 2, 2026 - Feb 9, 2026	-0.95% Oct 29, 2024 - Nov 6, 2024
#15	-0.83% Jan 29, 2024 - Feb 2, 2024	-0.92% Dec 28, 2023 - Jan 9, 2024